Filed February 12, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTH ADVISORY SERVICES LLC Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 | Advisory (Plan) | $20,000 |
METRO BENEFITS, INC.5 years Service code 13 · EIN 25-1541083 8150 PERRY HIGHWAY STE 311 · PITTSBURGH, PA 15237 | Contract Administrator | $5,347 |
Filed as: FIDUCIARY OUTSOURCING, LLC Service code 13 · EIN 47-2079321 2225 WEST WHISPERING WIND DRIVE · PHOENIX, AZ 85085 | Contract Administrator | $1,200 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,725 | $61,058+28.9% | $71,209+10.6% | $85,563-8.0% |
| Participation rate | 28.4% | 58.6%-30.2pp | 73.8%-45.4pp | 66.0%-37.6pp |
| Annual return | 10.28% | 100.41%-90.1pp | 282.51%-272.2pp | 31.51%-21.2pp |
| Employer contribution / active EE | $652 | $2,199-70.3% | $2,721-76.0% | $2,654-75.4% |
| Participant deferral / active EE | $1,628 | $3,173-48.7% | $4,175-61.0% | $4,375-62.8% |
| Admin fee / account holder | $271 | $855-68.3% | $5,349-94.9% | $834-67.5% |